RIA Intel›Advisers›Ohio›EHMLI INVESTMENT ADVISORS LLC

EHMLI INVESTMENT ADVISORS LLC

Advisory

DAYTON, OH

Data as of Aug 14, 2026 · Source: SEC Form ADV

Average account

$359K

across 87 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$19M

Non-Discretionary AUM$12M

Discretionary %61.2%

Total Clients87

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

87 clients

48 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

ZIMMERMAN ADVISORY GROUP, LLC

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VAULT INVESTMENT PARTNERS, LLC

$31M

$31M

BERTHY CAPITAL MANAGEMENT, LLC

WEST CARROLLTON, OH

$31M

WEALTH MANAGEMENT GROUP, INC.

$32M

DEMLAND WEALTH LLC

$31M

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